Sunrise Community, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sunrise Community, INC.
  • Sponsor EIN: 650118730
  • Sponsor Address: 9040 SUNSET DRIVE, MIAMI, FL, 33173
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 2,988
  • Total Assets: $26.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232,988$26.0M$1.5M$2.6M
20222,877$22.8M$1.4M$2.5M

Similar Plans